Basic Concepts

General

Basic concepts
Navigation
Icons
Permissions

Account/Preferences

My account/user profile
   • Account information
   • Preferences
   • Membership Plans

Admin

Project Teams
Plan administration
Data backup
Archived Items

Main Pages

Dashboard
• Personal workspace
   • Calendar
   • Milestones
   • Tasks
   • Messages
   • Contacts
• Project workspaces
• Reports
   • Time tracking

Features

Creating and editing items
   • Using rich text editor
Creating items via email
Time tracking
Searching

Teams

Create teams to share information and collaborate with team members and clients.

Workspaces

Each project team has a workspace to use for sharing and collaborating together.

Folders

Folders are used to organize your files and online documents. You can have as many levels of folders as you want.

Calendars

Items with a start date or due date will automatically appear in your personal calendar and your team calendars.

Milestones

You can create milestones to define and track the major goals of your projects.

Tasks

You can create tasks and track its completion status. You can assign a task to yourself or to a team member.

Messages

Send messages for to discuss things, ask questions, and get status updates.

Contacts

Organize and share project contacts using the contacts section.

Frequently Asked Questions

What is the difference between a comment and a message?